Moneylender
- 23 Jan 2003 08:09
superrod
- 11 Sep 2004 14:00
- 908 of 2262
Indieman and yuff.
what is the point of second guessing? all will be revealed and we will be rich or bankrupt. the 600k sell was no help. i dont like trades that size ( unless they are buys and im long ). no-one sells that many unless they are peed off. or have insider info. IMHO
Indieman
- 12 Sep 2004 15:40
- 909 of 2262
Rod,
Probably easier to say if you don't hold a lot than if you do. I hold none. A lot of the comment made recently calling for information is from people who know they won't get it. It's just displacement activity and is a sign of nerves from people used to being more in control than they are now.
Hope you've recovered from the hols.
Indie
yuff
- 12 Sep 2004 16:28
- 910 of 2262
indie
I don't think it is a sign of nerves from a lack of control of info, after all tad have been pretty bad at being up front for a very long time. One might say it is disappointment that the board have not taken the opportunity to be more open, they have not released as much meaningless pr since BH went which is a good thing, but they do like to hide behind the fact that a lot of their technology is based on downloads and hence difficult to quantify in $ terms, possibly true but very convenient.
I would like to see a trading update with this document as there is no real guidance for the next couple of years and with all the new contracts announced pre ST acquisition we deserve to know how these are doing!
Indieman
- 12 Sep 2004 22:20
- 911 of 2262
Yuff'
I wasn't thinking of lack of control of info, just not knowing which way to jump. In other words, not having the info rather than not controlling it.
I can't comment on the download business, since I know less than nothing about it. I just let the price do the talking.
Densil
- 13 Sep 2004 09:47
- 912 of 2262
Just surfing in to find out if anyone's abusing my name on here....following reports on iii.
Doesn't look like it ;0)
Good luck all.
D.
superrod
- 13 Sep 2004 09:53
- 913 of 2262
Indieman
fully recovered thanks, hope to see you soon at a venue near me.
Moneylender
- 13 Sep 2004 11:03
- 914 of 2262
Hi Densil
Its quite civilised here now, drop in again sometime your always welcome.
M
pachandl
- 17 Sep 2004 13:39
- 915 of 2262
Rather quiet on this BB. It does seem that our combined chart analysis was correct and that w/o sustained volume Tad will continue to languish in the 10/12p range - well done Indie.
transco
- 17 Sep 2004 13:46
- 916 of 2262
yawn very dull on the tad front.
Going nowhere but down it seems.
goal
- 19 Sep 2004 16:00
- 917 of 2262
I think the end of October before we here anything. goal.
Moneylender
- 19 Sep 2004 16:57
- 918 of 2262
And another week begins!
I am also fed up with this no news syndrome, but I am of the opinion
that it will be worth waiting for, when it finally arrives.
It has crossed my mind that the delay, if thats the right word, is because the details could not really be submitted to all the relevant bodyies untill the
Softbank deal had been announced and was in the public domain.
If this is the reason then I am afraid we have another couple of weeks of
waiting!!!!
I hope I am wrong on that score, but I know we will soon be joining the big league.
M
transco
- 20 Sep 2004 09:47
- 919 of 2262
Cant see it moneylender - no news is bad news.
Highride
- 20 Sep 2004 11:21
- 920 of 2262
Morning all!
You should check out iii.
Someone called 'No stress' has posted at 09:25 :- "Im afraid I have just heard from a normally impeccable source that the deal may be jeopordized and unlikely to get ta an EGM.I have just sold c.360,000 of my holdings(nearly 80%).Not trying to spook anyone,make your own minds up.IMHO.DYOR"
Most of the other guys think he's a shorter with multiple alaises. Trouble is, whilst the company remains stum, who really knows.
Lets hope he's wrong.
pachandl
- 20 Sep 2004 12:20
- 921 of 2262
Personally I am not truly bothered about whether the deal goes through or not - provided there is no suggestion that Tad is considered a "basket-case" by the other side. It is the uncertainty which is killing this share. As for selling 360k - he must have taken a long time to hide that considering the paltry volume over the past few days.
Moneylender
- 20 Sep 2004 12:23
- 922 of 2262
This following reply was posted by Carta in reply to the rumours, i think its very fair and honest.
M
In response to the rumours on iii this was posted byreading the article about shorting I was struck by the fact that hedging funds actually employ professionals to come on bb's to create rumours and panic to drive a share down.
Anyone can sign up free on this board so we all have to be careful in whom we place our trust, and that includes those saying 1 by Christmas as well as the merchants of doom.
Pretty obvious stuff I know but we seem to have had some funny people on here of late,some mischeavious others who obviously have zero interest in discussion never mind Tadpole.
The deal has been done with Streamtheory make no mistake about that, zero chance of it unraveling. We do have to however await the EGM and decision.
The timing is due imo to the complexity of the deal, remember we are still a small company without the resources of a mutlinational.
However be it tomorrow, next week or next month the documents will appear.
The new finincial year will see us immediatialy in profit with the $9 million from the Softbank deal and that will change the perception of this company for good. No more the thoughts of jam tommorow.
I see the initial deal with Softbank as only the stating point for that source of profit. Softbank are very aggressive in their marketing tactics and will want to exploit the Stream technology anywhere they can, perhaps including Korea and China. No small potential there!
We have learnt that Chello are really pushing Streamtheory with their Game Zone in Europe and hopefully when we have ST are on board we can exploit the existing relationships with MCI and Microsoft to bring gamesondemand to them also .
Which brings me to Endeavors, some have slated them for their lack of deals saying they we had to buy Stream to buy some profits. It is worth remembering that Endeavors had the MCI and Microsoft and Autodesk deals first.
I believe that the potential, (that is the key word), is huge. You don't buy into a share when it is already a proven success and a sky high price if you hope to make money.
We are all taking a risk and many have stayed with it for such a long time, but they have always kept that potential in mind.
Microsofts download centre has 30 million users a month Autodesk and MCi have millions more ,these are only some of our existing customers. we have read that we are charging from $1 to $3 dollars a download.
The deal with Microsoft was crucial in giving Appexpress the real credibility it deserves and whilst it was unfortunately thought of as a small $100k trial it is the acceptence and approval by Microsoft that counts.
We have yet to learn the extent of the technology payments from the MCI deal and how much we are accruing from their monthly revenue.
Plus we have good possibitities of Cartesia turning in a profit this year.so I would'nt be too upset that the money from Stream could not be included in this years up to September 30th) accounts.
Having started off warning you of the dangers of professional de-rampers I now end this rant with an appology if I have sounded like I have been ramping it up a bit!
c.
pachandl
- 20 Sep 2004 13:16
- 923 of 2262
ML - a fair cut and paste but it does re-inforce my original point that if the deal unravels Tad is by no means a lost cause.
superrod
- 20 Sep 2004 18:27
- 924 of 2262
tho i have sold my main holding i am a believer in tad. still hold 25k ( was 330k ), and bought 10k at 16.07 today which hasnt shown as yet. what we need , apart from good news, is a decent PR guy. HP sod off.(AIMHO)
btw im trading blue chips for now, tight spread and less volatility
Indieman
- 20 Sep 2004 23:42
- 925 of 2262
Today was a gift to conspiracy theorists, but it demonstrated conclusively that the ca. 11.5p S/R level has effectively been destroyed. That has the implication that-
Support is now just below 9p.
It won't take huge volume to get back above 11/12p.
The other implications concern the reasons for today's price action and the possibility that similar events could occur again.
drunker50
- 21 Sep 2004 01:34
- 926 of 2262
support now resistance 14.5
Indieman
- 21 Sep 2004 21:50
- 927 of 2262
15p has been resistance since early July. It was then I sold the day after the RNS. The 200day EMA is sitting at around 14p now and that will take some breaking. Mind you, I said that about 11.75p.